Legacy Partners, LLC

Legacy Partners, LLC (CRD# 159473) is a financial advisory firm headquartered in Los Angeles, CA. They manage $1,052,035,006 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1999 Avenue Of The Stars, Suite 3150, Los Angeles, CA 90067
By the Numbers
  • Total Assets Under Management
    1,052
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $116,892,778
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Legacy Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Russell Riopelle, financial advisor Los Angeles CA
Russell J. Riopelle
CRD#: 2282652
1999 Avenue Of The Stars, Suite 3150, Los Angeles, CA 90067

Russell Riopelle (CRD# 2282652) is an Investment Advisor Representative working at Legacy Partners, LLC in Los Angeles, CA and has over 28 years of experience in the finance industry.

2
Greig Saggers, financial advisor Los Angeles CA
Greig D. Saggers
CRD#: 2790574
1999 Avenue Of The Stars, Suite 3150, Los Angeles, CA 90067

Greig Saggers (CRD# 2790574) is an Investment Advisor Representative working at Legacy Partners, LLC in Los Angeles, CA and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals